Forum Private Client Group LLC Top Holdings and 13F Report (2026) About Forum Private Client Group LLCInvestment ActivityForum Private Client Group LLC has $300.07 million in total holdings as of March 31, 2026.Forum Private Client Group LLC owns shares of 80 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Forum Private Client Group LLC has purchased 81 new stocks and bought additional shares in 41 stocks.Forum Private Client Group LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $33,443,347JPMorgan Core Plus Bond ETF $31,971,640Dimensional International Core Equity Market ETF $24,890,117iShares Russell Top 200 Growth ETF $21,862,860Dimensional U.S. Small Cap ETF $21,018,976 Largest New Holdings this Quarter 30303M102 - Meta Platforms $241,702 Holding92343V104 - Verizon Communications $205,355 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 62,403 shares (about $2.44M)JPMorgan Core Plus Bond ETF 37,117 shares (about $1.75M)SPDR Portfolio Intermediate Term Corporate Bond ETF 44,792 shares (about $1.50M)Vanguard Mid-Cap ETF 4,637 shares (about $1.33M)iShares Russell Top 200 Growth ETF 4,276 shares (about $1.06M) Largest Sales this Quarter iShares Core MSCI Total International Stock ETF 18,351 shares (about $1.58M)iShares Core S&P Mid-Cap ETF 8,091 shares (about $543.24K)Vanguard Short-Term Bond ETF 6,196 shares (about $485.83K)Vanguard Dividend Appreciation ETF 1,114 shares (about $239.58K)iShares Core U.S. Aggregate Bond ETF 2,345 shares (about $232.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForum Private Client Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMVanguard High Dividend Yield ETF$33,443,347$579,973 â–²1.8%225,75311.1%Financial ServicesJCPBJPMorgan Core Plus Bond ETF$31,971,640$1,748,956 â–²5.8%678,51410.7%ETFDFAIDimensional International Core Equity Market ETF$24,890,117$2,435,339 â–²10.8%637,7838.3%ETFIWYiShares Russell Top 200 Growth ETF$21,862,860$1,064,987 â–²5.1%87,7817.3%ETFDFASDimensional U.S. Small Cap ETF$21,018,976$484,184 â–²2.4%295,4567.0%ETFIUSBiShares Core Total USD Bond Market ETF$16,004,236$461,686 â–²3.0%346,4745.3%ManufacturingVOVanguard Mid-Cap ETF$13,128,506$1,334,376 â–²11.3%45,6224.4%ETFIXUSiShares Core MSCI Total International Stock ETF$11,762,073$1,581,323 â–¼-11.9%136,4973.9%ManufacturingIVViShares Core S&P 500 ETF$11,215,431$50,311 â–²0.5%17,1653.7%ETFDFAEDimensional Emerging Core Equity Market ETF$10,767,105$660,283 â–²6.5%317,0533.6%ETFIAGGiShares Core International Aggregate Bond ETF$8,695,626$410,075 â–²4.9%173,7112.9%ETFBNDXVanguard Total International Bond ETF$8,692,463$302,435 â–²3.6%180,8712.9%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$8,308,227$1,499,454 â–²22.0%248,1852.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,629,772$506,414 â–²9.9%71,0151.9%ETFDFGRDimensional Global Real Estate ETF$5,618,313$507,317 â–²9.9%211,3471.9%ETFVIGVanguard Dividend Appreciation ETF$5,102,908$239,575 â–¼-4.5%23,7281.7%ETFLLYEli Lilly and Company$5,006,343$112,213 â–¼-2.2%5,4431.7%MedicalAGGiShares Core U.S. Aggregate Bond ETF$4,217,672$232,946 â–¼-5.2%42,4581.4%FinanceIJHiShares Core S&P Mid-Cap ETF$3,545,195$543,240 â–¼-13.3%52,8021.2%ETFMGKVanguard Mega Cap Growth ETF$3,527,720$161,788 â–¼-4.4%9,5941.2%ETFVUGVanguard Growth ETF$3,469,073$14,414 â–¼-0.4%7,9421.2%ETFBNDVanguard Total Bond Market ETF$3,177,534$84,480 â–¼-2.6%43,1421.1%ETFBSVVanguard Short-Term Bond ETF$3,092,736$485,830 â–¼-13.6%39,4431.0%ETFVTEBVanguard Tax-Exempt Bond ETF$1,981,276$238,074 â–²13.7%39,7130.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,702,592$137,068 â–¼-7.5%18,3590.6%ETFIVEiShares S&P 500 Value ETF$1,696,439$182,018 â–²12.0%8,0340.6%ETFDFAUDimensional US Core Equity Market ETF$1,616,495$187,697 â–²13.1%35,8270.5%ETFIWFiShares Russell 1000 Growth ETF$1,498,752$33,258 â–¼-2.2%3,5150.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,473,105$62,807 â–¼-4.1%17,8020.5%ETFXMHQInvesco S&P MidCap Quality ETF$1,332,682$177,601 â–²15.4%12,8840.4%ETFJMUBJPMorgan Municipal ETF$1,179,157$214,006 â–²22.2%23,5880.4%ETFFBNDFidelity Total Bond ETF$1,147,735$100,134 â–²9.6%25,1590.4%ETFIJRiShares Core S&P Small-Cap ETF$1,051,359$86,142 â–¼-7.6%8,4580.4%ETFDFARDimensional US Real Estate ETF$971,959$51,066 â–¼-5.0%41,0550.3%ETFDFUSDimensional U.S. Equity ETF$952,106$45,311 â–²5.0%13,4270.3%ETFFMBFirst Trust Managed Municipal ETF$871,941$244,429 â–²39.0%17,2120.3%ManufacturingVOOVanguard S&P 500 ETF$865,423$23,309 â–¼-2.6%1,4480.3%ETFTAT&T$844,222$16,640 â–¼-1.9%29,1210.3%Computer and TechnologyAAPLApple$842,953$3,807 â–²0.5%3,3210.3%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$754,513$156,467 â–²26.2%17,8710.3%ETFJPMJPMorgan Chase & Co.$739,792$46,476 â–²6.7%2,5150.2%FinanceIJSiShares S&P Small-Cap 600 Value ETF$739,481$94,286 â–¼-11.3%6,2430.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$710,180$25,859 â–¼-3.5%13,5120.2%ManufacturingIWLiShares Russell Top 200 ETF$697,886$21,824 â–¼-3.0%4,3490.2%ETFSNASnap-On$608,454$3,996 â–²0.7%1,6750.2%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$593,864$97 â–¼0.0%6,1140.2%FinanceMSFTMicrosoft$576,260$99,929 â–²21.0%1,5570.2%Computer and TechnologyFPEIFirst Trust Institutional Preferred Securities and Income ETF$569,907$665 â–¼-0.1%29,9950.2%ETFIWRiShares Russell Mid-Cap ETF$489,026$53,569 â–¼-9.9%5,0300.2%ETFNVDANVIDIA$464,864$192,676 â–²70.8%2,6660.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$412,2230.0%6340.1%FinanceVOEVanguard Mid-Cap Value ETF$410,4350.0%2,2270.1%ETFFITBFifth Third Bancorp$398,720$418 â–²0.1%8,5820.1%FinanceXOMExxonMobil$391,704$11,366 â–²3.0%2,3090.1%EnergyAMZNAmazon.com$387,799$44,362 â–²12.9%1,8620.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$369,072$4,274 â–²1.2%1,7270.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$366,662$45,740 â–¼-11.1%4,4410.1%ManufacturingMUBiShares National Muni Bond ETF$354,538$106 â–²0.0%3,3400.1%ETFEEMiShares MSCI Emerging Markets ETF$353,677$4,543 â–¼-1.3%6,2280.1%FinanceKRKroger$353,623$17,801 â–¼-4.8%4,8870.1%Retail/WholesaleCMICummins$351,434$538 â–²0.2%6530.1%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$334,7210.0%6,1930.1%ETFSCHDSchwab US Dividend Equity ETF$323,440$74,708 â–²30.0%10,5420.1%ETFBIVVanguard Intermediate-Term Bond ETF$303,809$44,846 â–²17.3%3,9360.1%ETFCVSCVS Health$302,493$3,088 â–¼-1.0%4,2120.1%MedicalBROBrown & Brown$298,618$1,891 â–¼-0.6%4,5790.1%FinanceJNJJohnson & Johnson$288,495$1,956 â–²0.7%1,1800.1%MedicalIWMiShares Russell 2000 ETF$278,180$1,488 â–²0.5%1,1220.1%FinanceGOOGLAlphabet$276,964$57,521 â–²26.2%9630.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$269,168$77,358 â–¼-22.3%2,3800.1%ETFVBVanguard Small-Cap ETF$259,956$63,353 â–¼-19.6%9930.1%ETFHDHome Depot$242,537$658 â–¼-0.3%7370.1%Retail/WholesaleMETAMeta Platforms$241,702$241,702 â–²New Holding4220.1%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$239,517$122,180 â–¼-33.8%2,6210.1%ETFPGProcter & Gamble$236,067$867 â–¼-0.4%1,6340.1%Consumer StaplesTTTrane Technologies$223,789$1,250 â–²0.6%5370.1%ConstructionVTIVanguard Total Stock Market ETF$222,097$1,926 â–²0.9%6920.1%ETFVTVVanguard Value ETF$221,4990.0%1,1290.1%ETFVZVerizon Communications$205,355$205,355 â–²New Holding4,0910.1%Computer and TechnologyELDNEledon Pharmaceuticals$30,8000.0%10,0000.0%MedicalPRFInvesco RAFI US 1000 ETF$0$264,957 â–¼-100.0%00.0%ETFIHAKiShares Cybersecurity and Tech ETF$0$216,777 â–¼-100.0%00.0%ETFBLFSBioLife Solutions$0$207,585 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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